Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47513.06 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46118.21 Kr¶
PnL: ---------------------------------------> -770.36 Kr¶
DD now: ---------------------------------> -2.297 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 13:08:13.716227'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -2.890000 | 3146.000000 | 175.000000 | 5.890000 | 2971.000006 |
| HEBA B | 70 | -1.500000 | 2754.500000 | 118.500000 | 4.500000 | 2636.000010 |
| Corem Property Group B | 59 | -0.090000 | 657.260000 | 80.260000 | 13.910000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.410000 | 431.400000 | 76.400000 | 21.520000 | 355.000000 |
| HMS Networks | 2 | -1.120000 | 707.600000 | 34.600000 | 5.140000 | 673.000000 |
| Eastnine | 4 | -0.160000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.350000 | 261.600000 | 15.600000 | 6.340000 | 246.000000 |
| Midsona B | 63 | -1.150000 | 597.870000 | 14.870000 | 2.550000 | 582.999984 |
| OEM International B | 7 | -1.150000 | 542.500000 | 14.500000 | 2.750000 | 527.999997 |
| Norva24 Group | 16 | -3.330000 | 556.800000 | 13.800000 | 2.540000 | 543.000000 |
| Coor Service Management Hold. | 8 | 0.070000 | 544.800000 | 12.800000 | 2.410000 | 532.000000 |
| Resurs Holding | 22 | 0.340000 | 585.640000 | 11.640000 | 2.030000 | 573.999998 |
| Intrum | 4 | -0.300000 | 534.400000 | 7.400000 | 1.400000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.530000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Karnov Group | 9 | 1.530000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| MedCap | 2 | -1.400000 | 424.000000 | 3.000000 | 0.710000 | 421.000000 |
| Creaspac SPAC | 6 | 0.420000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Handelsbanken A | 5 | -1.800000 | 547.000000 | 1.000000 | 0.180000 | 546.000000 |
| AcadeMedia | 12 | 0.220000 | 556.080000 | -0.920000 | -0.170000 | 557.000004 |
| Essity B | 2 | -1.240000 | 572.800000 | -1.200000 | -0.210000 | 574.000000 |
| Swedbank A | 3 | -1.920000 | 559.200000 | -4.800000 | -0.850000 | 564.000000 |
| Essity A | 4 | -0.700000 | 1142.000000 | -7.000000 | -0.610000 | 1149.000000 |
| Securitas B | 6 | -0.830000 | 562.320000 | -7.680000 | -1.350000 | 570.000000 |
| Nordea Bank Abp | 29 | -1.300000 | 3445.780000 | -8.220000 | -0.240000 | 3453.999992 |
| CTEK | 13 | 0.660000 | 516.490000 | -17.510000 | -3.280000 | 533.999999 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2895.000000 | -32.000000 | -1.090000 | 2927.000000 |
| Boozt | 12 | -2.580000 | 1588.800000 | -65.200000 | -3.940000 | 1653.999996 |
| Vivesto | 1368 | -1.630000 | 544.460000 | -68.540000 | -11.180000 | 612.999432 |
| International Petroleum Corp. | 5 | 2.050000 | 523.000000 | -71.570000 | -12.040000 | 594.565215 |
| SAAB B | 8 | -0.580000 | 3280.800000 | -96.200000 | -2.850000 | 3377.000000 |
| Sampo Oyj SDB | 7 | -0.830000 | 3745.000000 | -105.000000 | -2.730000 | 3850.000000 |
| OX2 | 18 | -0.700000 | 1533.600000 | -130.400000 | -7.840000 | 1663.999992 |
| Axfood | 13 | -0.470000 | 3562.000000 | -194.000000 | -5.170000 | 3756.000001 |
| Fasadgruppen Group | 35 | -0.390000 | 3542.000000 | -269.000000 | -7.060000 | 3810.999990 |
| Ovzon | 52 | 0.690000 | 3047.200000 | -314.800000 | -9.360000 | 3361.999992 |
| TOTAL | 46102.400000 | -786.170000 | -2.3291% | 46888.564618 |
Updated:¶
'2023-01-13 13:04:57.989851'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
